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Portfolio Resources Group, Inc.
800 Brickell Avenue, Suite 903
Miami, Florida 33131

Voice: 305-372-0299
Fax: 305-372-0499

Main Office
Antonio Camejo, Co-Chair, CEO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Sharon Vernon, CFO - Ext. 408
Nancy Baquero, VP, CISO - Ext. 404
Monica Vaca, Operations Manager - Ext. 409
Belkis Jorge, Asst. Operations Manager - Ext. 403
Cristina Sosa, Asst. Operations/Cashiering
Maria M. Fernandez, Asst. Operations - Ext. 416
Ramon Abascal, Asst. Operations
Reinaldo Moleiro, Asst. Operations - Ext. 402
Raul Vera Lafee, AML Compliance Asst - Ext. 401

Advisory Council
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Ext. 691
Douglas Goldstein, CFP®
Thomas L. Moser
José Gonzalo Muci
Miguel Octavio
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC
Uniwealth Advisors
Stefano Fanfani
Impact Investing Division
J. Christopher Cogswell, AIF® CCIP®
Ann-Marja Lander, CFP®, AIF®
Brian T. Laverty
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser
Pamela Stamper-Brandt, CFP®, AIF®
Krista Strohoffer, CFP®, AIF®
Saratoga Springs NY - Impact Investing Division
Harry Moran, CFP®, AIF®
International Associates
Jerusalem, Israel
Lighthouse Capital Ltd.
Aaron Katsman
Tali Golan
Rachel Weiss
Profile Investment Services
Douglas Goldstein, CFP®
Naomi Grossman
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

Panama City, Panama
Grupo Solfin Valores

Madrid, Spain
Capital Management Resources, Ltd.
Cristina Sosa de Mora
Caracas, Venezuela
Grupo Portafolio Resources
Carmen Elena Sosa
Andrea Monteverde
Aibory Mora
Miguel Octavio
Jose Gonzalo Muci
Carolina White
Allen Brewer
Diana Arreaza
Eduardo Valera
CCG Wealth Management Ltd.
Carlos Rizzolo
Selected Assets Management
Gustavo Degwitz
Leopoldo Sabater
Caleb White
Market and Business News
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App River 365
Bank of New York Mellon
DST Vision
Envestnet, Inc.
Financial Services Institute
Global Relay
Master Compliance
Milliman, Inc.
Pershing LLC.
Pinnacle Insurance
Schwab Institutional
TDAmeritrade Institutional

High Impact Investments

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High Impact Investments


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SRI in the Rockies

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Impact Investing

The Health Crisis
It is becoming apparent that we have a health crisis in America, and the crisis is largely self-inflicted because of malnutrition (not for lack of food) and the use of engineered proteins and chemicals in popular processed foods. People are not becoming obese and sick primarily because of a lack of exercise. Their body chemistry is simply reacting adversely to both the unnatural substances and the unnatural concentrations of substances such as refined sugars in the food supply.

Obese people are told to “eat less and exercise more” blaming a lack of “personal responsibility” for their condition. While it is true that we can make a difference by what we put in our one and only body, and exercise is important, we now know that millions of people have literally become addicted to the refined sugars abundant in all processed foods and beverages. Our bodies react to these assualts by turning on biological mechanism that make us gain weight while blocking signals to the brain that we have had enough to eat.

The constant misleading advertising from the processed food industry aimed at our children, together with the outrageous pharmaceutical ads aimed at adults to promote the questionable use of drugs as the solution to the increase in heart disease, cancer, diabetes and other degenerative diseases, is wreaking havoc on our health. Creating, and then treating not the cause but only the symptoms of the resulting illnesses, has become big business. We believe that increasing people's understanding of the true nature of our health crisis is a necessary first step to reversing this social and economic tragedy. The video below helps explain in part the challenges we are facing.(See also Back to Nature)

Our Vision
A growing number of investors are beginning to understand that they can make an impact by voting their conscience with their investment dollars, just like they do as consumers. You can make your voice heard through the products you chose to buy and the companies and technologies you choose to invest in. The voice of the individual investor, when combined with the simultaneous decisions of millions of like-minded people, can and is making a difference.

The Best Business Environment
Investors are also discovering that when companies treat their employees fairly, when they utilize technologies that benefit the environment rather than degrade it, and when they act as good corporate citizens, they prosper through customer loyalty and a reduced exposure to legal problems. In fact, historical evidence indicates that socially responsible investments have tended to outperform traditional investment models over the long term for those very reasons.

Our Corporate Culture
The failure of large financial institutions and regulatory agencies to protect the public good makes clear the importance of working with financial advisors who share your ethical values. Portfolio Resources is a unique privately-owned company where advisors can focus their practices solely on their client's best interests. The firm's Advisory Council, made up of leading independent Associates, provides direct input to the firm's strategic decision making process. This atmosphere of teamwork and collaboration benefits both clients and advisors.


Impact Investing

Join Us

The Premier Platform
The Impact Investing Division of
Portfolio Resources is committed to providing investors access to the
best money managers with a clear commitment to sustainable investments. We welcome clients and advisors who share the values that are shaping the future of investing.

For independent advice and clear thinking to help plan your financial future, join our growing list of successful investors who share your values.

If you would like to collaborate with a group of independent SRI advisors who share your ethical and social values, come join us.

High Impact Investments